How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Richard Bernstein Advisors

13F Portfolio OverlapQ1 2026Richard Bernstein Advisors portfolio →

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Most similar hedge funds by 13F overlap

Richard Bernstein Advisors LLC is an institutional investor managing $3.4B across 227 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Richard Bernstein Advisors are Advisor Network, Brendel Financial Advisors, THOMPSON DAVIS, with shared positions in $BAR, $WDC, $MTZ, $DOV, $CHRW, $FIX. The full ranking of 25 similar funds is below.

#1Capital Advisor Network LLCActive

Some overlap · 3 shared positions

$BAR $WDC $MTZ

$80M

183 positions

#2Brendel Financial Advisors LLCPassive

Some overlap · 3 shared positions

$BAR $DOV $CHRW

$216M

101 positions

#3THOMPSON DAVIS & CO., INC.Active

Some overlap · 4 shared positions

$DOV $FIX $EME $DY

$167M

168 positions

#4Sivia Capital Partners, LLCPassive

Some overlap · 4 shared positions

$DOV $FIX $WDC $SPGI

$822M

540 positions

#5Vanguard National Trust CoSmart money

Slight overlap · 4 shared positions

$DOV $PM $PEP $SPGI

$1.8B

787 positions

#6Newton One Investments LLCActive

Slight overlap · 4 shared positions

$DOV $PM $PEP $MTZ

$397M

146 positions

#7SYM FINANCIAL CorpActive

Slight overlap · 4 shared positions

$DOV $FIX $TRGP $WDC

$1.2B

531 positions

#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Slight overlap · 3 shared positions

$DOV $MTZ $SPGI

$2.8B

186 positions

#9Value Investment Professionals, LLCPassive

Slight overlap · 3 shared positions

$DOV $STRL $PM

$119M

97 positions

#10C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 3 shared positions

$DOV $FIX $WDC

$245M

494 positions

#11JDH Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $FIX $WDC

$164M

61 positions

#12WESPAC Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $FIX $COR

$205M

200 positions

#13Rithm Capital Corp.Active

Slight overlap · 6 shared positions

$MTZ $STRL $EME $PRIM $BWXT $DY

$81M

38 positions

#14Addison Capital CoActive

Slight overlap · 3 shared positions

$DOV $PM $PEP

$610M

184 positions

#15Hubbell Strickland Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$DOV $PM $PEP

$277M

87 positions

#16PARTHENON LLCActive

Slight overlap · 3 shared positions

$DOV $PM $PEP

$962M

133 positions

#17GeoWealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $PM $PEP

$3.2B

882 positions

#18LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$DOV $PM $PEP

$2.5B

117 positions

#19NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 5 shared positions

$AGX $MTZ $FIX $STRL $EME

$1.3B

322 positions

#20MANCHESTER FINANCIAL INCActive

Slight overlap · 3 shared positions

$DOV $FIX $EME

$563M

145 positions

#21Rakuten Investment Management, Inc.

Slight overlap · 3 shared positions

$DOV $PEP $PM

$34.6B

467 positions

#22TSG Advice Partners, LLC

Slight overlap · 3 shared positions

$DOV $PEP $PM

$667M

135 positions

#23Index Technologies Group LLCPassive

Slight overlap · 4 shared positions

$DOV $AGX $MTZ $WDC

$125M

275 positions

#24Three Bridge Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $CHRW $PEP

$399M

87 positions

#25CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Slight overlap · 5 shared positions

$AGX $MTZ $STRL $TRGP $DY

$2.2B

73 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.